In today’s concept of globalization and technology, the process of doing business has been redefined. The phases involved in the fundamentals of bookkeeping can be overwhelming, and time consuming.
Delegating accounting & tax needs to WB&T allows one to speed-up business or individual process, and concentrate on revenue-generating operations.
Wells Bookkeeping & Tax cost-effective services are available to save time by streamlining financial reports, eliminating hours of frustration, and providing accounting functionality, which gives more time to manage other aspects of business or personal life.
Add strategic value to products and services by substituting the headaches, costs, and fees associated with in-house bookkeepers, payroll, and back-office employees – with WB&T
WB&T provides a wide-ranging, full-charge with experience in all the areas you’d expect of long established bookkeeping services. We prepare accounts for self-employed businesses, whether sole traders or partnerships.
Of course, we help with taxation, corporate and personal, and provide business consultations.
As a part of your team, we will gain in-depth knowledge of your needs to provide you with the most appropriate services to help you accomplish your goals; If your books are in disarray, it will be difficult to understand if you are making a profit or losing money.
Bookkeeping involves general accounting duties.
Allow our firm to manage the day-to- day record transactions and bill pay, while generating financial reports needed to make informed business decisions.
Our team will sit with you and review all of your data to offer insight and assistance in understanding the story behind the numbers.
Our sharp financial analysis will give you better visibility into the factors driving your business.
The rise of red tape places many requirements on individuals and businesses. Ignoring, misunderstanding or mismanaging these requirements can lead to financial penalties, disasters, and missed opportunities.
Our accounting services help you to understand your obligations and unlock the information contained within your accounts. This ensures that informed decisions are made and you are making the most of your business potential.
Wells Bookkeeping & Tax, LLC makes preparing your income tax easy!
When it comes to taxation, companies cannot guarantee anything! WB&T provides honest income tax service. Get out of the check cashing lines, and stop dealing with “third parties”, take control of your money and hire WB&T.
A team member will walk you through the process; provide an online portal to access your information whenever you want. No need to make endless calls trying to reach customer service to check on your information, we provide all information via the portal.
Proper payroll processing is vital to the success of any organization – large or small. Let us handle the tedious administrative chores payroll requires. Use your time to focus on strategies to build your business.
Outsourcing the chores of payroll to Wells Asset Solutions, LLC reduces the additional costs of specialized employee dedication to this task.
No business can afford to go wrong with payroll.
As your trusted and accessible payroll partner, we will address all your needs, including check processing and printing, direct deposit, W-2 processing, filing up-to-date quarterly and annual payroll taxes and reporting.
Vacation, sick, and personal day accruals and tracking
IRS and State tax reporting plus Electronic Federal Tax Payment System (EFTPS) deposits
Monthly, quarterly, and annual payroll tax reports
Whether you are an individual or operate a multi-tiered corporation or partnership, our professional tax professionals can accommodate your needs.
Our personal, one-on-one service and expert tax return preparation will give you peace of mind, knowing that your tax return is in capable hands.
We are diligent about remaining up-to-date on the changing tax laws, and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities- while remaining in full compliance with IRS statutes.
To make the tax process as convenient and pain-free as possible, we offer our clients 24/7 access to all of their tax information via a portal on our website.
Login any time to review the documents electronically and track the progress of your e-filed return.
Providing Solutions that Scales with your Business
WB&T provides key decision makers real-time financial and accounting information.
One of our many platforms is powered by leading-edge, cloud-based technology, optimized for both desktop and mobile devices.
High security and audit capability
Critical documentation management
Accounting and Tax practices are a serious matter and decisions to hire professionals internally or externally should not be taken lightly.
For that cause, Wells Bookkeeping & Tax, llc has a four (4) step process for getting services started.
The process is simple & gives you the opportunity to learn our methods and understand your needs.
The InquiryProposalSet UpExecution
A. Complete the Intake Form
B. Meet with one of our sales professionals to review your accounting/payroll needs.
C. WB&T will send you a Confidential Disclosure Agreement (CDA), while requesting a copy of your accounting files
A. Schedule a discovery meeting. with a member of our team using our online web scheduler (you will received e-mail notice), or by email to discuss the agreement and review client needs and expectations.
B. Wells Bookkeeping & Tax, LLC will send scope of work and agreement after discovery meeting.
Wells Bookkeeping & Tax, LLC will have the Start-up Conference Call, or meeting (please set aside 1 hour)
a. Discuss roles & communications
b. Delivery of client procedures manual (CPM)
c. Make Sure all logins and other assistive tools are working properly.
Start Processing Daily Work
*Wells Bookkeeping & Tax, LLC believes in tooling each client to make informed business decisions.
*We treat each client like a partner where our success is the result our client’s success.
By now you should fully understand our methods and we completely understand your expectations.
An audacious effort to bring together topics from a variety of workplace perspectives.
Blog articles and forums ranging from accounting, employment, law, medical billing, coding, to tax tips and issues; payroll issues, information, tips & musings about employee performance, human resource management, auditing, best practices, practical news & more.
WB&T offers several ways to remit payment for services.
PaypalVenmo PayPay by U.S PostalGoogle PayACH PayView My Invoice
To pay using Paypal, you will need to offer an email address. It’s a good idea if you use the same address you have on file with us. Paypal requires your email in case there is an issue and you need to be notified directly by them.
Paypal transactions take a few days to post, but you will not be considered late.
Venmo is a digital wallet that lets you make and share payments with friends. You can easily split the bill, cab fare, as a payment option in certain merchant apps, and you can pay with Venmo many places where you see the PayPal button.
In order to pay using Venmo, you will need to have the Venmo app installed on your mobile phone and will need to opt-in to make purchases
You will find WB&T on venmo using our direct payment link.
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